Skip to content
Disclosery

AAEQ EA SERIES TRUST

Follow

ALPHA ARCHITECT (fund)

41 managers (41 13F filers) reported a position in AAEQ shares at 2026-03-31, 6,049,128 shares in all. 8 filers opened a position and 1 filer sold out during the quarter.

Managers
41
13F filers
41
New
8
Added
2
Reduced
9
Sold out
1
Shares held by filers
6,049,128

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Cache Advisors, LLC3,631,067$169M19.51%013F-HRTimeline
Everest Private Wealth380,489$17.7M8.97%-1,44713F-HRTimeline
Beacon Pointe Advisors, LLC359,759$16.7M0.09%013F-HRTimeline
Truepoint, Inc.233,273$10.9M0.24%-12,22713F-HRTimeline
JPL Wealth Management, LLC229,355$10.7M2.45%-513F-HR/ATimeline
Flatrock Wealth Partners LLC101,682$4.73M2.13%013F-HRTimeline
Ethos Financial Group, LLC100,455$4.67M0.34%013F-HRTimeline
Seed Wealth Management, Inc.91,454$4.25M2.93%-16713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…83,311$3.88M0.02%013F-HRTimelineGroup
Soundwatch Capital LLC83,311$3.88M0.49%+46,31013F-HRTimeline
Meredith Wealth Planning81,272$3.78M1.02%013F-HRTimeline
Ledyard National Bank66,536$3.1M0.27%-2,12013F-HRTimeline
One Degree Advisors Inc50,944$2.37M0.62%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC49,139$2.29M0.58%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…43,122$2.09M0.02%013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…39,418$1.83M0.44%013F-HRTimeline
Revolve Wealth Partners, LLC37,692$1.75M0.23%-15,32013F-HRTimeline
FIDELITY D & D BANCORP INC32,817$1.53M0.61%013F-HRTimeline
Magnolia Private Wealth, LLC32,766$1.52M1.02%013F-HRTimeline
M Holdings Securities, Inc.30,463$1.42M0.1%-12,12513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA29,079$1.35M<0.01%+13,75213F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP27,580$1.28M0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP24,794$1.15M<0.01%new13F-HRTimeline
QUARRY HILL ADVISORS, LLC20,168$1.02M0.42%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC21,952$1.02M<0.01%new13F-HRTimelineGroup
Family CFO Inc19,852$923K0.41%013F-HRTimeline
Sherman Wealth Management LLC17,799$828K0.71%013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC15,437$718K0.3%013F-HRTimeline
Prairiewood Capital, LLC15,388$716K0.21%-15813F-HRTimeline
Creative Planningin group Creative Planning14,259$663K<0.01%013F-HRTimelineGroup
MilWealth Group LLC13,834$644K0.15%-19713F-HRTimeline
Savvy Advisors, Inc.13,276$618K0.02%new13F-HRTimeline
Schiavi & Co LLC9,817$457K0.14%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,378$436K<0.01%013F-HRTimelineGroup
XY Planning Network, Inc.8,501$398K0.06%013F-HRTimeline
Empowered Funds, LLC6,642$309K<0.01%new13F-HR/ATimeline
Midwest Capital Advisors, LLC6,605$307K0.14%013F-HRTimeline
L2 Asset Management, LLC6,516$303K0.03%new13F-HRTimeline
ZWJ INVESTMENT COUNSEL INC5,104$237K0.01%013F-HRTimeline
Farther Finance Advisors, LLC3,430$161K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,392$64.8K<0.01%new13F-HRTimelineGroup